The founder of Sipp and wrap consultancy Wealthtime is one of the pioneers in the self-invested pension policy sector and here efforts have helped the Sipp market boom from a niche into a burgeoning and widespread business and she is also a great advocate for wrap platforms but believes many companies could see profitability problems ahead. Interview by Helen Pow.
Standard Life chairman Sir Brian Stewart came under fire from shareholders over the performance of endowment policies at its first annual meeting since demutualisation.Stewart, who retired from his position as chairman following the meeting, described Standard’s results since flotation in July 2006 as “remarkable”, prompting questions from shareholders about why it ditched its much vaunted […]
Neil Jones is Technical Support Manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. A trust can offer significant advantages when an individual is […]
Advisers are avoiding putting all their eggs in the passives basket Few advisers have wholeheartedly taken on board the arguments for index-tracking and put all their eggs in the passives basket. Indeed, advisers are deeply split in their attitudes towards passive investing. There is no denying funds in passive investment vehicles have been on the […]
A weekly account of the curious goings-on in the world of financial services Fussy financial felines With the average salary for financial advisers continuing to grow, one has to wonder what privileges immediate family members are able to enjoy. Perhaps most important to the families that own them are cats. Thanks to Twitter, WSJ can […]